Simplicity Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-34,359
Closed -$3.9M 821
2024
Q2
$3.9M Sell
34,359
-201
-0.6% -$22.8K 0.09% 227
2024
Q1
$4.09M Buy
+34,560
New +$4.09M 0.1% 213